Civic Intelligence

Oregon Library Association Inc.

990 • Fiscal year 2023 • EIN 93-6041670

Sep 01, 2022 to Aug 31, 2023 • Filed on Oct 30, 2023

PO Box 3067LA Grande, OR 97850

(541) 962-5824

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

8.3%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,092,918

Up $59,033 (+5.7%) from 2022

Net Assets

Up

$1,092,918

Up $59,033 (+5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$492,993

Up $52,134 (+12%) from 2022

Expenses

Up

$452,262

Up $88,987 (+24%) from 2022

Net Income

Down

$40,731

Down $36,853 (-48%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $274,885Liabilities 2011: $0Net Assets 2011: $274,8852011Assets 2012: $404,457Liabilities 2012: $0Net Assets 2012: $404,4572012Assets 2013: $679,168Liabilities 2013: $0Net Assets 2013: $679,1682013Assets 2014: $722,848Liabilities 2014: $0Net Assets 2014: $722,8482014Assets 2015: $703,991Liabilities 2015: $0Net Assets 2015: $703,9912015Assets 2016: $704,261Liabilities 2016: $0Net Assets 2016: $704,2612016Assets 2017: $793,013Liabilities 2017: $0Net Assets 2017: $793,0132017Assets 2018: $877,605Liabilities 2018: $0Net Assets 2018: $877,6052018Assets 2019: $891,616Liabilities 2019: $0Net Assets 2019: $891,6162019Assets 2020: $1,012,800Liabilities 2020: $0Net Assets 2020: $1,012,8002020Assets 2021: $1,152,688Liabilities 2021: $0Net Assets 2021: $1,152,6882021Assets 2022: $1,033,885Liabilities 2022: $0Net Assets 2022: $1,033,8852022Assets 2023: $1,092,918Liabilities 2023: $0Net Assets 2023: $1,092,9182023Assets 2024: $1,212,615Liabilities 2024: $8,993Net Assets 2024: $1,203,6222024Assets 2025: $1,379,581Liabilities 2025: $13,848Net Assets 2025: $1,365,7332025

Highlighted filing

2023

Assets$1,092,918
Liabilities$0
Net Assets$1,092,918

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $221,461Expenses 2011: $209,115Net Income 2011: $12,3462011Expenses 2012: $265,3022012Expenses 2013: $258,1962013Revenue 2014: $348,955Expenses 2014: $305,275Net Income 2014: $43,6802014Revenue 2015: $309,952Expenses 2015: $318,336Net Income 2015: -$8,3842015Revenue 2016: $377,512Expenses 2016: $396,508Net Income 2016: -$18,9962016Revenue 2017: $408,254Expenses 2017: $352,936Net Income 2017: $55,3182017Revenue 2018: $527,274Expenses 2018: $466,120Net Income 2018: $61,1542018Revenue 2019: $403,652Expenses 2019: $374,721Net Income 2019: $28,9312019Revenue 2020: $303,338Expenses 2020: $268,689Net Income 2020: $34,6492020Revenue 2021: $314,577Expenses 2021: $300,680Net Income 2021: $13,8972021Revenue 2022: $440,859Expenses 2022: $363,275Net Income 2022: $77,5842022Revenue 2023: $492,993Expenses 2023: $452,262Net Income 2023: $40,7312023Revenue 2024: $446,314Expenses 2024: $442,808Net Income 2024: $3,5062024Revenue 2025: $557,539Expenses 2025: $451,997Net Income 2025: $105,5422025

Highlighted filing

2023

Revenue$492,993
Expenses$452,262
Net Income$40,731
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$492,993
Mission and Program Overview

Mission

The ola exists to promote and to advance library service though public and professional education and cooperation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$868,952$909,867▲ $40,915
Cash and Non-Interest-Bearing Accounts$158,295$176,453▲ $18,158
Prepaid Expenses and Deferred Charges$6,638$6,598▼ $40
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,033,885$1,092,918▲ $59,033
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$646,593$644,811▼ $1,782
Net Assets Without Donor Restrictions$387,292$448,107▲ $60,815
Total Net Assets Fund Balance$1,033,885$1,092,918▲ $59,033
Total Liabilities and Net Assets / Fund Balance$1,033,885$1,092,918▲ $59,033
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arlene WeiblePast President
Star KhanPresident
Brittany YoungVice President
Brandace RojoBoard Member
Caitlin McmahanBoard Member
Emily WestBoard Member
Eric LakinBoard Member
Haley LagasseBoard Member
Jessica Lorentz SmithBoard Member
Kirsten Brodbeck-kenneyBoard Member
Kirsten HostetlerBoard Member
Roxanne RenteriaBoard Member
Tara MorissetteBoard Member
Adrienne Doman CalkinsSecretary
Stuart LevyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,067
Program Service Revenue
$317,808
Investment Income
$29,390
Other Revenue
$24,728
All Other Contributions
$113,635
Change in Net Assets
$40,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,264
Grants and Similar Amounts Paid$10,998
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$145,154--$145,154
Fees for Services Lobbying$39,666--$39,666
Fees for Services Management-$39,378-$39,378
All Other Expenses$10,931$5,830-$16,761
Grants to Domestic Individuals$10,998--$10,998
Other Expenses$20,000$10,777-$10,777
Insurance-$5,072-$5,072
Information Technology-$2,849-$2,849
Travel-$1,778-$1,778
Fees for Services Accounting-$585-$585
Total Functional Expenses$374,794$77,468$0$452,262
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The association manager performs a thorough review of the 990 and informs the board that it is being filed and available for review.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Oregon Library Association
EIN
93-6041670
Phone
5419625824
Address
PO BOX 3067, LA GRANDE, OR 97850

Signing Officer

Name
Shirley Roberts
Title
Association Manager
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
1940
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0

Preparer

Firm
Connected Professional Accountants LLC
Address
1121 Adams Avenue, La Grande, OR 97850
Preparer
Brent M Gunderson CPA
Phone
5419634191
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029390
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0868952
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0909867
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE OLA EXISTS TO PROMOTE AND TO ADVANCE LIBRARY SERVICE THOUGH PUBLIC AND PROFESSIONAL EDUCATION AND COOPERATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01033885
IRS990/NetAssetsOrFundBalancesEOYAmt01092918
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt018302
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0387292
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0448107
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0GRANT EXPENDITURES
IRS990/OtherExpensesGrp/Desc1OLA FUTURE PROGRAMMING
IRS990/OtherExpensesGrp/Desc2ASSOCIATION MANAGEMENT
IRS990/OtherExpensesGrp/Desc3ALA AFFILIATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110777
IRS990/OtherExpensesGrp/ProgramServicesAmt0148045
IRS990/OtherExpensesGrp/ProgramServicesAmt120000
IRS990/OtherExpensesGrp/TotalAmt0148045
IRS990/OtherExpensesGrp/TotalAmt120000
IRS990/OtherExpensesGrp/TotalAmt211199
IRS990/OtherExpensesGrp/TotalAmt310777
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024728
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024728
IRS990/OtherRevenueTotalAmt024728
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06638
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06598
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3OREGON BATTLE OF BOOKS
IRS990/ProgramServiceRevenueGrp/Desc4WORKSHOPS/EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1188924
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt265912
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt341620
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt410400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1188924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt265912
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt341620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410400
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OLA OFFERS FINANCIAL ASSISTANCE FOR ELIGIBLE OREGON RESIDENTS ENROLLED OR PLANNING TO ENROLL IN ALA-ACCREDITED MASTERS' DEGREE PROGRAMS IN LIBRARY AND INFORMATION SCIENCE. IN ADDITION, IT OFFERS ASSISTANCE TO RECIPIENTS TO ATTEND TRAINING FOR CERTIFICATIONS AND CONFERENCES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0235938
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08125
IRS990/PYInvestmentIncomeAmt045658
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0355150
IRS990/PYOtherRevenueAmt07495
IRS990/PYProgramServiceRevenueAmt0151768
IRS990/PYRevenuesLessExpensesAmt077584
IRS990/PYTotalExpensesAmt0363275
IRS990/PYTotalRevenueAmt0440859
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt040731
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0186979
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0304674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0174379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0191603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0215891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01073526
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029390
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045658
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029796
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt021417
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030870
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0157131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0251896
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083169
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0105949
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0147034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0675435
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt045658
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029796
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt021417
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0157131
IRS990ScheduleA/InvestmentIncomeCYPct00.08040
IRS990ScheduleA/InvestmentIncomePYPct00.07670
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt024728
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07358
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04453
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02931
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09857
IRS990ScheduleA/OtherIncome509Grp/TotalAmt049327
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.01$1.37$0.56$0.45$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.01$1.20$0.45$0.44$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.49$0.45$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.44$0.36$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.31$0.30$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.30$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.40$0.37$0.03
2018Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.53$0.47$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.41$0.35$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.38$0.40$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.31$0.32$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.35$0.31$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.27
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.22$0.21$0.01